ADVISER MOVES

Melissa Jane’s Merrill Lynch record adds a branch; 2,339 affiliation changes

A registration observation dated November 4, 2026, lists an additional Santa Barbara branch for Melissa Jane at Merrill Lynch. These affiliation records do not establish job moves.

By Maya Chen··1 min read

Melissa Jane’s registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated included a Santa Barbara branch in the November 4, 2026, observation; the earlier observed record listed a San Luis Obispo branch. This is an affiliation-record finding, not evidence of a job move or employment change.

The November 4 observation covered 2,339 affiliation changes: 335 added, 1,946 updated and 58 removed affiliation records. Added, updated and removed describe registration affiliations, not verified hires or departures; a removed affiliation means the registration record no longer shows it.

The same observation listed Halle Elise-Labert Dick with Merrill Lynch, while the registration record for Brian N. Hamel no longer listed an affiliation with Ameritas Advisory Services, LLC. The records do not establish employment dates or current employment status.

Adviser affiliation records

The appendix lists all 2,339 affiliation records on 11/04/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 851–875 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Ian Hagley739881711/04/2026updated
Ian M. McCormick598776511/04/2026updated
Ibrahim Mahmoud748266311/04/2026added
Irene A. Zurowski572288511/04/2026removed
Irene Flores-McLeroy752901511/04/2026added
Irina M. Vazquez502028811/04/2026updated
Irina V. Bolotin457269511/04/2026updated
Isabel S. Irvine644324311/04/2026updated
Isabella Thomas701003311/04/2026updated
Isaiah Montgomery584471811/04/2026updated
Isaiah Nelsen665837411/04/2026updated
Ismat J. Khimani249745911/04/2026updated
Israel M. Hernandez651129911/04/2026updated
J. D. Jackson235622511/04/2026updated
Jack B. Key832011111/04/2026updated
Jack Crumley724898411/04/2026updated
Jack G. Whitney835382811/04/2026added
Jack H. Curtis655082011/04/2026updated
Jack K. Foscaldo832360511/04/2026added
Jack R. Propst815505811/04/2026added
Jack T. Bell711871511/04/2026updated
Jack Wormington814062711/04/2026updated
Jackie L. Kleinman282587911/04/2026updated
Jackson D. Phillips825449211/04/2026added
Jaclynn K. Bannister530429911/04/2026updated

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